skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello 5I
I am thinking of switching CGI Group (1.05% of portfolio) and OTEX (3.19% of portfolio) for TOPICUS , looking for more growth. TOPICUS also looks like a company that may employ AI going forward in their vertical market software offerings. I am a bit overweight Technology but not concerned about it.
You thoughts please
Thank You
Clarence
Read Answer Asked by Clarence on February 17, 2021
Q: Hi there,

Could you please provide 8-10 companies, preferably in the US that are in the AI and machine learning category and that you think have great technology and a large potential market? No need for in depth analysis so you can keep it brief. I'm looking for a place to start more in depth research. Much appreciated!

PS - I sent a question in awhile back that is probably still in queue as it asked for info on 6 companies that are not mainstream. No rush but please let me know if you didn't get it.
Read Answer Asked by Tim on February 16, 2021
Q: Any Idea what the Dye & Durham $500 Million Bought Deal Offering of Common Shares is for and why the stock is down more than 6%? I had a partial position in the company, would it be a good time to add today? End of January, you mentioned 37$ would be a nice price point to add... we're a bit far off but has your outlook increased a little bit with the recent quarter results? Thanks as always
Read Answer Asked by Michael on February 16, 2021
Q: 5I Team,

Can I please get your current thoughts on Jamf Holding Corp, (JAMF).

Thanks,
Scott
Read Answer Asked by Scott on February 16, 2021
Q: I bought Asana on the advice of a professional who uses their software, and on their momentum and sector momentum. I'd like to buy Unity software (U) and was thinking to sell ASAN concomitantly. Is that a reasonable tradeoff or should I make room for both by trimming a Chip holding like Micron? I am not selling NVDA!
Read Answer Asked by Darren on February 12, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!